Investment Philosophy

Our investment committee uses a top-down approach to form a well balanced strategy.

Our team seeks to build an overall market strategy based on high level indicators, yield environment clues, and in depth analysis of specific sectors.

Macroeconomic Outlook

We analyze macroeconomic trends to see where the market as a whole is going. These trends span sectors and asset classes, and are a key ingredient to the IBNAM strategy.

Duration & Yield Curve Positioning

Position on the yield curve is based on many factors. Compounded by the added variable of duration curve position, these factors are exponentially more complex. Our team has decades of experience navigating these cycles, which translates to more informed decision-making.

Sector Analysis & Value Forecasting

In addition to the other factors, sector analysis and value forecasting in depth are important. Our strategy includes individual sector analysis for both inefficiencies as well as undervaluation.